u/RUMickey

Looking to use PL to create a Roth conversion strategy. Gemini drove me to PL over Boldin and after talking to professionals this will provide the same value. What we want to consider is:

• What is the optimal RMD number (trusting its not 0) I'm hearing from $2.5m to $4m in an IRA by the time you need to take RMDs
• How much should be converted from IRA to ROTH per year? Is it only the tax rate to consider - trusting we are investing the same in either
• How much from a cash account can or should be put into a ROTH

If anyone has done this with PL or has any thoughts would be happy to hear them.